Glassman Wealth Services’s ICL Group ICL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
– Sell
-742
Closed -$4.12K – 2023
2023
Q3
$4.12K Buy
+742
New +$4.47K ﹤0.01% 1126
2021
Q3
– Sell
-1,098
Closed -$8K – 1697
2021
Q2
$8K Buy
+1,098
New +$7.48K ﹤0.01% 801
2020
Q2
– Sell
-76
Closed – – 1368
2020
Q1
$0 Buy
+76
New +$295 ﹤0.01% 1322

Other funds holding ICL

Glassman Wealth Services's ICL Position: Q4 2023 in Review

Glassman Wealth Services sold out of ICL Group (ICL) in Q4 2023, closing a stake of 742 shares — an estimated $4.12K sold.

Glassman Wealth Services first reported a position in ICL in Q1 2020 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 195 funds tracked by Wall St. Rank hold ICL as of Q4 2023.

  • Glassman Wealth Services reported no remaining ICL Group position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 742 ICL Group shares in Q4 2023, an estimated $4.12K.
  • Glassman Wealth Services first reported a position in ICL Group in Q1 2020 and held it in 3 quarters.
  • Glassman Wealth Services's ICL Group position peaked at $8K in Q2 2021.
  • 195 funds tracked by Wall St. Rank held ICL Group as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.